Subject validation

Potential requirement

Action: Manual link a MARC bib 6XX field to an authority record

UXPROD-4033 - Getting issue details... STATUS

MODELINKS-56 - Getting issue details... STATUS

Name & Name-title headings

Uniform title heading

Geographic name heading

Subject/Topical term heading

Genre heading

Subject/Topical term (650 bib/150 authority) default validation rules

If 6XX has Bib Indicator 2 = 7 then check bib subfield $2 for the codes listed below AND only link authority records that contain the same code in the authority record 040 $f (Cataloging Source / Subject heading / thesaurus conventions) OR we can use the same logic as what we use to determine authority source file value

• Support codes: aat,fast,lcdgt,lcsh,lctgm,local,mesh,naf,nal,nalnaf,wikidata,gsafd,lcgft,rbmscv
• Development should be flexible to support additional codes based on Subject Source codes listed https://www.loc.gov/standards/sourcelist/subject.html AND Genre/Form Source code https://www.loc.gov/standards/sourcelist/genre-form.html in the future 

Additional requirements: If 6XX has Bib Indicator 2 = 7 then check bib subfield $2

• If successfully linked, then bib subfield $2 must be set to read only
  • If successfully linked, then user cannot manually enter a bib subfield $2 OR multiple bib subfield $2s{}
  • If successfully linked AND user can imports a different bib subfield $2 THEN do not change $2 UNLESS $0 / $9 is not valid or is does not exist 
  • If successfully linked AND user can imports multiple bib subfield $2s THEN do not change $2 UNLESS $0 / $9 is not valid or is does not exist 
  • If not linked then allow for multiple $2s and allow for subfield $2 to be edited
• Cannot link if
  • Authority 1xx is not eligible to be linked to bib field 6xx
  • Authority record 008/11 does not match to bib field Indicator 2 value
  • Authority record 040 $f does not match to bib field subfield $2 value when bib field indicator 2 = 7
  • When authority record contains multiple 040 $f values
  • When bib field contains multiple bib subfield $2 values
• If the 6XX was linked prior to the implementation of these requirements, then allow the links to be maintained. Only impacts new linking.

Additional Requirements

• Setting > Authority control > Enable subject validation
  • If not enabled then no change to Orchid implementation
• If successfully linked, then bib subfield $2 must be set to read only
• If successfully linked, then user cannot enter a bib subfield $2 this is regardless of bib subfield $2 as the matching value
• Cannot link if
  • Authority 1xx is not eligible to be linked to bib field 6xx
  • Authority record 008/11 does not match to bib field Indicator 2 value
  • Authority record 040 $f does not match to bib field subfield $2 value when bib field indicator 2 = 7
  • When authority record contains multiple 040 $f values
  • When bib field contains multiple bib subfield $2 values
• If the 6XX was linked prior to the implementation of these requirements, then allow the links to be maintained. Only impacts new linking.
• TBD requirement: Handling bib field indicator 2 = 4

Use cases

Authority record controls a 6XX bib field

Requirements

1. Do not allow user to add multiple 040 $f when linked to a bib record AND 008/11 = z. (try to make this simpler and write stories when use edits 040 $f when linked) 
   1. Action: If user attempts to add multiple 040 $f then display an error message
2. Action: User edits the 008/11 value to any valid value but z > Show a “Are you sure you want to change the subject classification for <<total number of linked bib records>>” message. If the user proceeds with change, then update bib field indicator 2 value.
3. Action: User edits the 008/11 value to z AND adds a 040 $f value then Show a “Are you sure you want to change the subject classification for <<total number of linked bib records>>” message. If the user proceeds with change, then update bib field indicator 2 to “7” and subfield $2 to authority 040 $f
4. Action: User edits the 008/11 value to z AND does not enter 040 $f then display error message that the change cannot be saved unless one 040 $f is entered

Authority record controls a 6XX bib field (update bib record via data import) – NO automated linking

1. If the linked bib field contains the same $0 then
   1. No change to controlled fields including subfield $2
   2. Update uncontrolled fields
   3. Retain same $9
2. If the linked bib field has a different $0 then no change from Orchid implementation. Unlink bib field and update fields
3. If the linked has no $0 or $9 then unlink bib field and update field.
4. If the linked

Questions

• Does this apply to 7XX?
• Does this only apply to 650/655? 
• How should we handle a blank indicator 2? 
• How should we handle when indicator 2 = 4? Does it match to 008/11 = null/blank?